Helping clients feel ready for retirement isn’t just about the numbers – it’s about building confidence, clarity, and connection. In this short video, Cowry Consulting’s Mana Jhaveri breaks down Fidelity’s latest behavioural research and reveals three practical ways advisers can strengthen trust during retirement conversations.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.
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